One search bar for tickets and tasks, property search, and imported ledgers that open with their real balances
Service Tickets and Tasks now share one search bar that holds every filter, on a computer and on a phone, with counts that always match the list, and you can now search for a property by name wherever you pick one. Imported ledger history now keeps each account's beginning balance, Bank & payments is simpler to set up, and Pay Bills by direct deposit works from start to finish.
Everything in this release
New
Service Tickets
Every filter now lives in one search bar
Type to search titles and descriptions, or pick a filter from the bar: property, status, priority, category, project, tag, scheduled, dates, people, unit and where it came from. Each choice shows as a chip you can click to edit or remove.
Tasks
Tasks gets the same search bar as Service Tickets
Tasks moved off its old search box and separate filter panel, so both screens now look and work the same way. Tasks search only ever looks inside tasks you created, are assigned to, or follow.
Service Tickets
Filter by several properties at once
Pick one or more properties right in the search bar. Picking a single property in the side panel replaces the property filter, and All Properties clears it.
Service Tickets
Filter by who created it, who it is assigned to, and who follows it
Created by, Assigned to and Collaborators are separate filters, so the person assigned is never counted as a collaborator.
Service Tickets
Date filters with quick picks and a custom range
Filter by scheduled, created, due or completed date using quick picks such as today, this week, last or next 7 and 30 days, and this month, or open the multi-month calendar for a custom range.
Service Tickets
Filter by unit and by where it came from
Narrow the list to one or more units, or to items raised by staff, by a resident, or by Arthur. Each unit is labelled with its own property's word for it.
Tasks
The full set of filters now works on phones
Tap the search bar to open a filter panel with everything the desktop offers, including date quick picks and multi-select pickers. Phones had none of these filters before.
URBI Kore
Search for a property by name, address or city
When you have more than five properties, the property switcher opens with a search box. Type part of a name, address or city, use the arrow keys and Enter to pick, and Escape to clear.
URBI Kore
Switching properties never shows the previous property
After you switch, every page, list and dashboard widget shows only the new property's information, even if the previous property's data was still loading.
Service Tickets
The side panel property picker is now searchable
On Service Tickets and Tasks, type into the Property picker in the side panel to find a property quickly.
Accounting
Imported ledgers open with their real beginning balances
A GL history import now keeps each account's stated beginning balance and posts it as that account's opening balance, instead of opening every account at zero. Undoing the import removes these entries, and a retry never posts them twice.
Accounting
Owing, Paid and Balance at a glance
Billing accounts, unit activity and a vendor's Billing tab now show Owing, Paid and Balance tiles, including balances brought in by an import.
Accounting
Reconcile an import row by row, and download its reports
While resolving an import, every GL account and unit row shows its debits, credits, net change and how many entries are included, held or excluded. Trial Balance and GL Account reports, in Excel or PDF, are available from Review and from Import History.
Payments
Add a manual bank account using a cash account you already have
Adding a bank account manually now lets you pick an existing cash account or create a new one, instead of always creating a new account.
Parking
The Parking page covers buildings that share parking
When buildings share parking, the Parking page and its dashboard widgets now include every building that shares it with the one you have selected.
Improved
Service Tickets
Every count matches what you see
Side panel counts, board column counts and totals on Service Tickets and Tasks now follow every filter and search you apply, so they always agree with the rows on screen.
Tasks
A simpler side panel
The side panel on Service Tickets and Tasks now holds only the property list and your saved views. All filtering happens in the search bar.
Payments
Bank account numbers are entered once
Numbers are captured when a bank account is added and then reused by Collections and Payouts, which now only ask you to pick the account, the legal name and the issuer number. After saving, only the institution and last four digits are shown.
Payments
Collections and Payouts appear once National Bank is set up
Collections, Payouts, the Collected this month tile and the Payment files tab now show only on properties with a National Bank account, and say Unavailable if that check cannot load.
Payments
Correcting a bank feed's ledger account carries everything with it
Changing the ledger account on a bank feed now moves its unsettled bank lines and any Collections or Payouts setup tied to it in one step.
Pay Bills
The date shown is the day the money actually leaves
Every payout screen now uses the same rule for the daily 1:30pm cutoff, so a confirmed pay date no longer quietly slips a day.
Pay Bills
Clearer results and reminders
A reversed or cancelled payout shows as Returned or Cancelled and no longer counts toward Paid. A retry that lands back on hold now emails the vendor, and you can send a reminder when the first notice never went out.
Documents
Select several items and act on them together
Every row and card has a checkbox, selected items are highlighted, and the selection bar floats over the list instead of pushing it down.
Documents
Large folders open faster
Opening a large folder is about 40% faster, and a slow attachment folder listing that could time out now answers in a few seconds.
Documents
System folders use your property's own words
Folders such as Units and Service Tickets are named in each property's own words across Documents, the ticket tab, uploads and the Resident App.
Accounting
Large imports go through reliably
Imports with thousands of lines now resolve, commit, discard and load Review and reports without failing, and each Import History row has one Reports button.
Accounting
Import review shows each account's current ledger balance
Review now shows what each account already holds, next to the balance the file states.
URBI Kore
Keyboard shortcuts stay out of your way
Single-letter shortcuts no longer fire while an open list, menu, popup or dialog has focus, so picking something never triggers a shortcut by accident.
Fixed
Service Tickets
Paging no longer skips or repeats items
Loading more on Service Tickets and Tasks no longer drops an item at each page boundary, including items with no date.
Service Tickets
Archived items stay archived
Archived tickets and tasks now appear only when you choose the Archived status, and never come back as live cards on the board.
Service Tickets
Switching properties starts clean
Filters that belonged to the previous property, such as category, project, tag, unit and people, are cleared when you switch.
Service Tickets
Typing / no longer jumps out of the Property picker
On Service Tickets and Tasks, the / shortcut that opens the search bar no longer takes focus away while you are typing in the side panel Property picker.
Service Tickets
The Overdue count matches the Overdue view
Overdue counts on Service Tickets and Tasks now leave out completed and archived items and match the Overdue view exactly.
Tasks
Load more works every time
The Tasks list no longer stops at the first 25 tasks, Load more on a board adds to what is shown instead of jumping back to the first page, and Load more on a phone always responds.
Service Tickets
Links to a ticket or task open it
A link to a specific ticket or task, such as one in an email, now opens that item on a computer or a phone, not just the list.
Service Tickets
The phone board shows every status
The phone board now has To Do, In Review and Archived columns, so tickets no longer disappear under a status filter.
Service Tickets
The search bar behaves as you expect
Pressing Enter on a plain word searches for it, Cancel on a chip leaves the filter as it was, and a completed date range finds completed items. Same-named options from different properties show their property's name.
Tasks
Problems are shown, not hidden
A loading error keeps the search bar usable instead of replacing the page, pickers that fail to load offer Try again, and a task that fails to save now says so.
Pay Bills
Paying bills by direct deposit works end to end
Choosing Direct deposit in Pay Bills now loads, and vendors with bank details on file are paid. Going Back to change the payment method keeps your chosen bills and amounts.
Pay Bills
Safer direct deposit payouts
Direct deposit is limited to bills in Canadian dollars, and when a bank returns a payment because an account is closed, that vendor's other queued payouts are held until they update their details.
Payments
The Payment files upcoming panel loads
Staff, PMs and board members can now see upcoming bank debit requests on the Payment files tab instead of a permission error.
Payments
Save messages appear where you can see them
Messages now appear above open drawers, and a missing Code or Name shows at the field itself. Selected dropdown values no longer look greyed out.
Payments
Board members with ledger editing can type an account code
The Code field now follows the ledger editing permission, so a board member who has it can create a manual bank account.
Payments
Opening balances save correctly
Saving one account's opening balance no longer affects another account's, and saving again within a minute always posts.
Documents
Public links open, and new links show right away
A public link now opens for a visitor who is not signed in, and a newly created link appears immediately instead of "No links yet".
Documents
Sharing works for items in the base folder
Items placed directly in the property's base folder can be shared like any other, and the Move dialog now labels the base folder.
Documents
Sharing labels and pickers behave correctly
Clicking a person in Restricted sharing selects them, a Board-only file shows Restricted, and reopening a share explains the link can only be shown once and offers a New Link.
Documents
Uploads, links and long lists behave
An upload right after switching properties goes to the right property, a stuck upload shows Failed, a document link past the first 50 rows opens, and refreshing no longer collapses a long list.
Documents
Refused actions say why
Refused moves and renames on the Documents page and in the vendor Documents tab now show the reason instead of failing quietly.
Accounting
Retrying a failed import works again
Retry now goes through even when the earlier undo has expired, and a retry reuses the payer's billing account instead of creating a duplicate invoice.
Accounting
Transactions that mention "Total" are no longer dropped
A dated transaction whose memo contains Total or Subtotal is now imported. Undated subtotal rows are still skipped.
Accounting
Reports never mix old and new numbers
An import report now refuses to build if the import changes while it is being read, and a download that cannot succeed tells you what to do instead of offering Retry.
Displays
Event images stay after the daily refresh
An event that is still showing on a lobby display keeps its image after the daily refresh.
Everything Running As It Should?
System status shows how every part of URBI is performing right now, updated as things change.

